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Against Bitcoin Financialization (Monetary Metals, Jeff Deist)
www.monetary-metals.com/insights/articles/against-bitcoin-financialization/
1391 sats
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8 comments
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@denlillaapan
25 Nov 2025
econ
related
Saylor Talking Financial Shit on WBD: Fireworks Promised
www.youtube.com/watch?v=J85O-ckNxCw&t=2415s
2177 sats
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35 comments
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@denlillaapan
13 Jan
econ
How Bitcoin’s Slide Is Stress-Testing Treasury Balance Sheets
newsletter.bitcointreasuries.net/p/how-bitcoin-s-slide-is-stress-testing-treasury-balance-sheets
103 sats
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0 comments
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@BlokchainB
7 Feb
Stacker_Stocks
The BEST THINGS I Wrote in 2025
2068 sats
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10 comments
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@denlillaapan
1 Jan
BooksAndArticles
BM Big Read: Are Bitcoin Treasury Companies Just Another Fiat Game? (JB)
bitcoinmagazine.com/bigread/bitcoin-treasury-companies-how-to-think
814 sats
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15 comments
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@denlillaapan
15 Aug 2025
econ
I took Saylor’s advice and used ChatGPT “Deep Research” to ask going corporate🤑
212 sats
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6 comments
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@realBitcoinDog
1 Jun 2025
bitcoin
Bitcoin Treasury Compa— It's All So Very Tiresome (Bloomberg, Matt Levine)
www.bloomberg.com/opinion/newsletters/2025-06-24/everything-is-an-etf-now
913 sats
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13 comments
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@denlillaapan
24 Jun 2025
econ
The mNAV Trap: Why 70% Discounts Aren't Bargains
newsletter.bitcointreasuries.net/p/the-mnav-trap-why-70-discounts-aren-t-bargains
113 sats
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2 comments
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@BlokchainB
11 Jan
Stacker_Stocks
How NOT to Run a Treasury Company (Blockspace Media, Colin Harper)
blockspace.media/insight/nakamoto-q3-filing-shows-high-burn-rate-executive-compensation/
1038 sats
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5 comments
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@denlillaapan
21 Nov 2025
econ
Saylor's Grand Strategy: Sell Dollars USDT & Recapitalize the Entire US on BTC
1251 sats
\
21 comments
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@028559d218
16 Mar 2025
bitcoin
Are Bitcoin Treasury Companies Ponzi Schemes? (Bitcoin Magazine, JB)
bitcoinmagazine.com/takes/are-bitcoin-treasury-companies-ponzis
3272 sats
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19 comments
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@denlillaapan
1 Jul 2025
econ
The Year's Hottest Trade Crumbling (WSJ, Greg Zuckerman)
www.wsj.com/finance/currencies/the-years-hottest-crypto-trade-is-crumbling-43e8bab5
1158 sats
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14 comments
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@denlillaapan
10 Nov 2025
econ
Prediction Markets on War + Unravelling Treasury Companies (MS, Matt Levine)
www.bloomberg.com/opinion/newsletters/2026-03-02/war-markets-have-some-bugs
2299 sats
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7 comments
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@denlillaapan
3 Mar
econ
Bitcoin Treasury Companies Are Risky (Wall Street Journal, Vicky Ge Huang)
www.wsj.com/finance/currencies/cryptocurrency-bitcoin-company-balance-sheets-16a1e2b8
735 sats
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10 comments
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@denlillaapan
11 Jun 2025
econ
Buffett's Lesson to the Bitcoin Treasury Companies (WSJ, Krystal Hur)
www.wsj.com/finance/stocks/berkshires-new-normal-no-buffett-shareholder-letter-and-no-buffett-premium-b53c2edd
1683 sats
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9 comments
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@denlillaapan
5 Nov 2025
econ
Check's Strategy Strategy (_Checkonchain)
newsletter.checkonchain.com/p/my-strategy-strategy
1690 sats
\
9 comments
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@denlillaapan
8 Jan
econ
Operation Saylor - Episode 27/120
2558 sats
\
15 comments
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@pillar
21 Sep 2024
bitcoin
Further explorations at the frontier of Bitcoin Treasury Companies
875 sats
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5 comments
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@Scoresby
28 Oct 2025
bitcoin
"It's a Pump-and-Dump!" Den Talking Saylor & Treasury Companies on TBL
www.youtube.com/watch?v=TwQugFm2qoo&t=52s
942 sats
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5 comments
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@denlillaapan
19 Dec 2025
podcasts
Which Genius From History Were the Best Investors? (FT, Toby Nangle)
www.ft.com/content/5d2166f5-965b-45b2-a604-9f0a6fc19a35
1594 sats
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5 comments
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@denlillaapan
23 Dec 2025
econ
Blok Whatcha Buying Week #22
231 sats
\
1 comment
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@BlokchainB
26 Jan
Stacker_Stocks
I asked a *not up to date* llm about mstr strc
270 sats
\
1 comment
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@Taj
21 Jan
econ
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